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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Cm Financial Advisors, LLC (swap one in):+ Pensinger Financial, Inc. $50.3M+ Zorea Capital LP $50.3M · Englewood, NJ+ Spinnaker Asset Management Inc. $45.5M · Warwick, RI+ Auctus Wealth Management Inc. $45.4M · Philadelphia, PA
Rocky Hill, CT
Assets under management$47.9M$50.3M$50.3M
Asset growth, last 2 years–––
Advisory staff216
Individual clients8824178
Assets per client$544K$2.1M$283K
Clients per advisor442430
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–110
People on Advicer.bio218

From each firm's latest Form ADV (Jul 2026, Mar 2026, Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCm Financial Advisors, LLCSatori Financial LLCDefining Wealth
Custodial Platform
Altruist––Uses it
Betterment Advisor Solutions––Uses it
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
Tax Planning
Holistiplan––Uses it
Wealth.com––Uses it
Client Data Gathering
Jotform–Uses it–
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
CRM
Slant (Slant CRM)––Uses it
Schedule Apps
Calendly––Uses it